9258 Wealth Management’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $710K | Buy |
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|
2024
Q2 | $627K | Buy |
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|
2024
Q1 | $704K | Sell |
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|
2023
Q4 | $674K | Buy |
|
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|
2023
Q3 | $422K | Buy |
|
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|
2023
Q2 | $424K | Buy |
|
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|
2023
Q1 | $313K | Sell |
|
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|
2022
Q4 | $330K | Buy |
|
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|
2022
Q3 | $287K | Buy |
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|
2022
Q2 | $332K | Buy |
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|
2022
Q1 | $317K | Buy |
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|
2021
Q4 | $324K | Buy |
|